Basic BI Overview

This article is applicable only to organisations who have subscribed to the Vault Business Intelligence product; and is intended for the Vault Administrator only.

This article covers:

Familiarising yourself with Vault BI

How to navigate the system and access content

How to interact with content

What you can do with a published report

Vault Business Intelligence uses a third party tool which is fully integrated with Vault. This allows you to access and make the most of your Vault data.

You will learn how to access and interact with reports, dashboards and storyboards. You will also discover how to manage other users and share reports.

Navigation & Content Access

Left side navigation allows you to access all the major areas of Vault BI that you've been granted permission to use.

These areas include:

Create Content

Dashboards

Browse

Administration

The Dashboard allows you to access reporting content grouped into Tabs and Sub Tabs.

Tabs can be shared and used by multiple people and groups of people in the system.

Depending on your permissions, you may also be able to create your own.

The Browse Page is one of the main ways to find and run reports in Vault BI. It shows you all the content you have access to and allows you to.

The content Search allows you to narrow down the list of content you see on the Browse Page to specific items, based on keyword, type, and location.

The My Content Panel contains access to the following lists of content:

My Favourites - a list of content set to "favourite" by the current user.

Drafts - a list of the last 5 pieces of content access that are currently in draft mode.

Recently Accessed - a list of recently accessed pieces of content that are currently active.

How do I use BI Content?

There are several methods of interacting with reports in Vault BI.

These include:

Drill Down

Drill Through

User Prompt Filters & Breadcrumbs

Exporting and Broadcasting

Analytic Dashboards

Interactive elements are used within Reports, Charts, Dashboards, and Storyboards in order to encourage you to view, explore, investigate, and think about your data.

Drill Down

This allows you to step through a pre-defined hierarchy within one report.

You will view the report and click on a hyperlinked value in order to drill down one level. Once drilled you will see the report refresh to show data from the second level of the hierarchy within the value selected in the first level.

Example:

Company Name > Level 1 > Level 2

Drill Through

This allows the user to click on a value in a summary report, and open a detail report in order to further investigate, which is filtered by the row selected in the summary report.

User Prompt Filters

User Prompt filters allow you to reduce the results displayed in a report, based on the values selected in the filter.

Exporting and Broadcasting

Vault BI allows you to set up a scheduled broadcast of a report. This means that based on the schedule you define, Vault BI will automatically email the results of a report to defined recipients.

Alternatively, reports can be accessed and exported ad-hoc to be used in external applications. The formats include:

CSV

DOCX

PDF

Text

XLSX

Analytic Dashboards

Analytic Dashboards allow you to interact with a single report and have that interaction apply or effect other content on the tab.

This means that if, for example, you apply a date filter to one of your reports, you can have that same filter apply to all or a selection of the other reports on the tab.